SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)199,504,434.0
- RAUM (discretionary)199,504,434.0
- Actionable assets198,805,557.0
- Accounts (total)63.0
Institutional Clients
- Government AUM—
- Pension AUM175,756,157.0
- Charitable AUM—
- HNW AUM11,793,089.0